Synergy Financial Group, LTD: 13F holdings
CIK 19056692026Q2
| Positions | 119 |
|---|
| Reported value | $139.0m |
|---|
| Filed | 2026-08-05 |
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Change since last quarter
| Positions | 119 (-4 vs prior quarter) |
|---|
| Reported value | $139.0m (+4.4%) |
|---|
Top 10 holdings
| Security | Shares | Value | Weight |
|---|
| NVDA NVIDIA CORPORATION | 57,256 | $11.5m | 8.2% |
| AMZN AMAZON COM INC | 40,112 | $9.6m | 6.9% |
| MSFT MICROSOFT CORP | 21,205 | $7.9m | 5.7% |
| AAPL APPLE INC | 22,973 | $6.6m | 4.8% |
| GOOG ALPHABET INC | 17,132 | $6.1m | 4.4% |
| SHOP SHOPIFY INC | 50,860 | $5.8m | 4.2% |
| VOO VANGUARD INDEX FDS | 7,280 | $5.0m | 3.6% |
| TMFC RBB FD INC | 51,883 | $4.0m | 2.8% |
| META META PLATFORMS INC | 6,960 | $3.9m | 2.8% |
| VGT VANGUARD WORLD FD | 31,496 | $3.8m | 2.7% |
Get the full book
import finzdata as yf
yf.Client().manager_holdings(cik="1905669")
Every position, quarter by quarter since 2013, with adds, trims and exits, on the look-back bundles.
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